Filed October 23, 2014 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $567,333 |
WELLINGTON TRUST COMPANY1+ years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $256,992 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 35-0227680 | Bank Trustee | $125,297 |
KENNEDY CAPITAL MANAGEMENT1+ years Service code 27 10829 OLIVE BLVD. · ST. LOUIS, MO 63141 | Advisory (Plan) | $85,943 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 245 PARK AVENUE · NEW YORK, NY 10167 | Advisory (Plan) | $43,809 |
Filed as: FOURTH STREET PERFOMANCE PARTNERS Service code 27 · EIN 22-4400532 | Advisory (Plan) | $27,572 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE & CO LLC Service code 10 · EIN 35-1178661 | Accounting | $14,620 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | 0.01% | 4.01%-4.0pp | -2.01%+2.0pp | 1.67%-1.7pp |
| Employer contribution / active EE | $3,127 | $6,352-50.8% | $34,453-90.9% | $10,506-70.2% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |